Markel Group
699 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 187 increasing their positions, 254 reducing their positions, and 39 closing their positions.
74% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 39
8% more capital invested
Capital invested by funds: $13.2B → $14.2B (+$1B)
6% more funds holding in top 10
Funds holding in top 10: 31 → 33 (+2)
4% more funds holding
Funds holding: 674 → 699 (+25)
6% more call options, than puts
Call options by funds: $69.1M | Put options by funds: $65M
0.12% less ownership
Funds ownership: 77.4% → 77.28% (-0.12%)
26% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 254
Top Buyers
Top Sellers
| 1 |
BlackRock
New York
|
-$37.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29.9M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$18.3M |
| 4 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$16.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$14.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
726
Fortis Advisors
Wayne,
Pennsylvania
| – | -$11.5K | -9 | Closed |
|
|
SC
727
Schubert & Co
Mckinney,
Texas
| – | -$7.67K | -6 | Closed |
|
|
BEI
728
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$6K | -5 | Closed |
|
|
SWA
729
SOA Wealth Advisors
New York
| – | -$6.39K | -5 | Closed |
|
730
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$5.11K | -4 | Closed |
|
|
GFWA
731
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$5.11K | -4 | Closed |
|
|
CIA
732
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$3.83K | -3 | Closed |
|
|
RCM
733
Raleigh Capital Management
Cary,
North Carolina
| – | -$3.83K | -3 | Closed |
|
|
TWD
734
True Wealth Design
Akron,
Ohio
| – | -$2.56K | -2 | Closed |
|
|
VFA
735
Values First Advisors
Gray,
Tennessee
| – | -$2.5K | -2 | Closed |
|
|
AW
736
Avion Wealth
The Woodlands,
Texas
| – | -$1K | -1 | Closed |
|
737
Citadel Advisors
Miami,
Florida
| – | -$1.34K | -1 | Closed |
|
|
TWA
738
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1.28K | -1 | Closed |
|
MKL Hedge Fund Activity: Q2 2023 in Review
699 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2023, worth a combined $14.2B — up 7.6% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new MKL positions and 39 closed out — a net gain of 29 holders — while 187 added to existing stakes and 254 trimmed.
The largest buyer was Graham Holdings Co Master Retirement Trust, opening a new position worth an estimated $77.8M. The largest seller was BlackRock, cutting an estimated $37.2M.
- 699 institutional investors held Markel Group (MKL) as of Q2 2023, up from 674 in Q1 2023.
- Funds reported $14.2B of Markel Group stock for Q2 2023, up 7.6% quarter-over-quarter.
- 68 funds opened new Markel Group positions in Q2 2023 and 39 closed out, a net change of +29 holders.
- The largest Markel Group buyer in Q2 2023 was Graham Holdings Co Master Retirement Trust, an estimated $77.8M added.
- The largest Markel Group seller in Q2 2023 was BlackRock, an estimated $37.2M sold.
Based on aggregated 13F filings for Q2 2023.